+52.0%
CI vs VEEV
-3.2%
+55.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -1.3% | -1.9% | +0.6% | -1.2% |
| 30D | +6.4% | +3.0% | +3.4% | +6.2% |
| 3M | +10.7% | +28.8% | -18.1% | +9.0% |
| 6M | +5.5% | +91.3% | -85.8% | +1.3% |
| YTD | +11.4% | +36.5% | -25.1% | +9.4% |
| 1Y | +15.0% | +1.9% | +13.1% | +15.6% |
| 3Y | +9.0% | +84.6% | -75.7% | +3.2% |
| 5Y | +52.0% | -2.6% | +54.6% | +50.8% |
| All | +52.0% | -3.2% | +55.2% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling